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Everyone Wants Cheap Tech, Consumer Discretionary ETFs Have It: (VCR)
AMZN and NFLX are two out performers for VCR YTD. Results seem bifurcated with 12 of the top 25 holding with negative returns YTD.
VCR covers this space with 371 holding (Top 10 holdings = 41% of fund), with a mere 6% turnover.
FSRPX covers this space with a mere 44 holdings (Top 10 holdings = 71% of fund) and a 17% turnover. It also has large YTD returns from AMZN, NFLX, BKNG, AAP, and Prada, but again only half of the top 25 are positive for the year.
Comments
VCR covers this space with 371 holding (Top 10 holdings = 41% of fund), with a mere 6% turnover.
FSRPX covers this space with a mere 44 holdings (Top 10 holdings = 71% of fund) and a 17% turnover. It also has large YTD returns from AMZN, NFLX, BKNG, AAP, and Prada, but again only half of the top 25 are positive for the year.
Performance Comparison: